The 1982 playbook

As US stocks surge, European equities are climbing as well. Could more gains be ahead, and are European stocks be poised to outperform? Sharon Bell, European portfolio strategist in Goldman Sachs Research, discusses with Chris Hussey. Recorded on June 4, 2026. The opinions and vi ...  Show more

Tech stocks have surged in the past two months. What’s behind the move, and where are the opportunities for investors now? Peter Callahan, the US Technology, Media and Telecommunications sector specialist within Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. ...  Show more

Wharton professors Nick Roussanov and Peter Conti-Brown join host Dan Loney to discuss the latest inflation data and what steps the Fed may take to keep it under control.<hr>

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Goldman Sachs Research’s David Mericle, chief US economist, discusses the implications of tariff policies on inflation, growth, and monetary policy. This episode was recorded on March 10, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices 

Today on the show Soumaya Keynes talks about macroeconomic mistakes and the interest rate outlook with Neel Kashkari, president of the Federal Reserve Bank of Minneapolis. FT economics commentator Chris Giles joins them to discuss what the Fed got right and wrong abo ...

Inflation will eventually come down, but not rapidly or in the way it would have in previous years. So says Sharon Bell, managing director and senior European equity strategist at Goldman Sachs. She tells Merryn Somerset Webb on this week’s Merryn Talks Money that the reason for ...  Show more